EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,004 $1.02M 0.03% -4,066 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,995 $1.02M 0.08% +38 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,709 $987K 0.02% +477 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 8,654 $981K 0.13% -6,989 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,639 $979K 0.05% +1,511 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,628 $978K 0.01% +386 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,613 $976K 0.05% +202 13F-HR Timeline Group Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 8,600 $975K 0.01% +100 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 8,590 $974K 0.01% -152 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,543 $968K 0.05% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,503 $965K <0.01% +571 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,501 $964K 0.05% -11,775 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,458 $959K 0.07% -4,071 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8,350 $947K 0.02% +800 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,284 $939K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,231 $933K 0.06% +67 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,230 $933K 0.03% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,213 $931K 0.03% +952 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,045 $912K <0.01% -4,153 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,981 $908K <0.01% -1,291 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,005 $907K <0.01% +6,068 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,981 $905K <0.01% +3,537 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,941 $900K <0.01% +2,315 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,759 $880K 0.01% -430 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,723 $875K <0.01% +2,372 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,710 $874K <0.01% +4,151 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,701 $873K 0.13% +75 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 7,662 $869K <0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,575 $859K 0.01% +1,758 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 7,446 $844K 0.69% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,433 $843K 0.18% new 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,394 $838K 0.01% new 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,358 $834K <0.01% -999 13F-HR/A Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,280 $825K 0.02% -2,758 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,250 $822K 0.01% +1,671 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,156 $811K 0.01% +4,171 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,051 $799K 0.02% +107 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,045 $799K 0.08% +168 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,033 $797K <0.01% +1,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,996 $793K <0.01% +1,180 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,912 $784K 0.19% -6,801 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,876 $779K <0.01% +889 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,840 $775K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,801 $771K 0.14% -3,093 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,672 $756K 0.02% -11 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,522 $739K <0.01% +1,673 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,495 $736K <0.01% -143 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,483 $735K 0.18% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,409 $727K 0.03% +924 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,351 $720K 0.07% -404 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,342 $719K 0.19% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,249 $708K 0.17% +795 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,193 $702K <0.01% +1,789 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,188 $701K 0.42% new 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 6,169 $699K 0.68% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 6,140 $696K 0.01% -10,965 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,122 $694K 0.32% -22,552 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 6,113 $693K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,073 $688K 0.01% +740 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,045 $685K <0.01% +208 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,991 $679K 0.01% -1,334 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,814 $678K 0.01% -2,360 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,878 $666K <0.01% -110 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,833 $661K <0.01% -547 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,809 $659K 0.62% +52 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,658 $641K 0.08% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,638 $639K 0.05% -420 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,633 $639K 0.04% +47 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 5,620 $637K 1.42% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,608 $636K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,544 $628K 0.01% +895 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,515 $625K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,512 $625K 0.01% +718 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,505 $624K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,422 $615K 0.21% -272 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,420 $614K 0.14% +1,760 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,417 $614K 0.06% -710 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 5,413 $614K 0.01% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,377 $610K 0.15% -553 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 5,300 $601K 0.32% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,280 $599K 0.03% +956 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,273 $598K 0.2% +19 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,248 $595K 0.01% -410 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,219 $592K 0.05% -158 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 5,199 $589K 0.1% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,182 $587K <0.01% +348 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 5,091 $577K 0.63% +858 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,040 $571K 0.01% -354 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,033 $571K <0.01% -94 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,986 $565K 0.01% +328 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,961 $562K 0.01% +42 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,956 $562K 0.15% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,877 $553K <0.01% +621 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,834 $548K 0.02% +294 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,821 $547K 0.01% +396 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,816 $546K 0.01% -35 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,772 $541K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,714 $534K 0.06% +2 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,681 $531K <0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,677 $530K 0.07% +50 13F-HR/A Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,604 $522K 0.19% -16 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 4,604 $522K 0.12% 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,435 $520K 0.02% -100 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,553 $516K <0.01% +715 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,536 $514K 0.01% +1,572 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,527 $513K <0.01% +4,509 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,526 $513K 0.12% +1,901 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,483 $508K 0.02% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,481 $508K 0.55% +71 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,457 $505K 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,423 $501K 0.05% +976 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,325 $490K 0.07% -460 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,311 $489K 0.03% -300 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,295 $487K 0.15% -3,959 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,291 $486K 0.09% -110 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,212 $477K 0.05% +59 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,178 $474K 0.01% +793 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,165 $472K 0.01% +62 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,651 $466K 0.11% -926 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,069 $461K 0.02% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,068 $461K 0.01% -655 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,062 $460K 0.01% +187 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,059 $460K 0.29% -2,286 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,059 $460K 0.09% -221 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,057 $460K 0.08% -427 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,050 $459K 0.01% +2,448 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,024 $456K <0.01% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,016 $455K <0.01% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,908 $452K 0.04% 0 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,968 $450K 0.29% -899 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,945 $447K <0.01% -509 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,929 $445K 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,927 $445K 0.04% -416 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,856 $437K 0.02% -8,212 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,844 $436K 0.01% -391 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,821 $433K 0.03% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,807 $432K <0.01% +485 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,779 $428K 0.15% +49 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,765 $427K <0.01% new 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,721 $422K 0.06% -7,970 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,713 $421K 0.01% +1,453 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,691 $418K 0.38% -196 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,670 $416K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,670 $416K <0.01% new 13F-HR Timeline Group Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 3,600 $408K 0.07% 0 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,598 $408K 0.18% -284 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,583 $406K 0.08% +865 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,582 $406K 0.01% +984 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,575 $405K 0.16% -12,775 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,570 $405K 0.04% +1,090 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,563 $404K 0.03% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,476 $399K 0.01% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,510 $398K 0.09% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,509 $398K 0.18% -362 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,507 $398K <0.01% +42 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,488 $395K 0.01% -86 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,457 $392K 0.01% +614 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,457 $392K <0.01% +728 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,410 $387K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,358 $381K <0.01% +93 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,325 $377K 0.04% -225 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,319 $376K 0.04% -24 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,313 $376K <0.01% +2,157 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,304 $375K 0.02% +13 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,301 $374K 0.03% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,301 $374K 0.06% new 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 3,291 $373K 0.01% -2,205 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,265 $370K 0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,217 $365K 0.33% -8 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,189 $362K 0.02% -254 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,159 $358K 0.05% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,100 $351K 0.02% -2,189 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,093 $351K 0.04% -152 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,083 $349K 0.04% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,025 $343K <0.01% -1,270 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,022 $343K 0.02% -110 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,012 $341K 0.06% +546 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,976 $337K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,968 $336K 0.03% +156 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,958 $335K <0.01% +389 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,933 $332K 0.02% -287 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,927 $332K 0.03% -51 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,924 $331K 0.02% +5 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,471 $327K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,879 $326K 0.03% +513 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,857 $324K 0.15% new 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,856 $324K 0.01% +4 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,829 $321K 0.05% +356 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,820 $320K 0.08% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,808 $318K <0.01% +136 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,754 $316K <0.01% +359 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,750 $312K <0.01% 13F-HR Timeline Waterloo Capital, L.P. 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